The Sturdza Family Fund: A portfolio built to weather extreme scenarios
Constantin Sturdza provides an overview of the Sturdza Family Fund and how it has performed during these unprecedented times.
Recorded
Apr 14 2020
16 mins
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Presented by
Constantin Sturdza
Constantin Sturdza
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Discover the Strategic Bond Opportunities Fund Recorded: Jul 2 2021 2 mins
Eric Vanraes, Eric Sturdza InvestmentsA diversified global fixed income fund. Active portfolio management with a focus on global bond opportunities with ESG consideration embedded within the investment process, with strong absolute performance since the inception date of 14/12/2018.
Citywire Selector Ranked Number 1 for Standard Deviation and Maximum Drawdown within the Bonds – Global Corporates category over 1 year (as at 31/12/2020).
A high-conviction concentrated portfolio of 30-60 issuers, seeking exposure to all continents (including developed as well as emerging markets), all types of ratings from AAA/Aaa to BB/Ba2 (Standard & Poor’s/Moody’s) and non-rated bonds (10% maximum), senior or subordinated debt (hybrid corporates and Tier II bank debt) with either fixed or floating coupon rates.
Visit the Fund page on our website for further information > http://esi.fund/?MzQyMDI
#EricVanraes
#FixedIncome
#ActiveManagement
#InvestmentManagement
#StrategicBondOpportunitiesFund
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IMPORTANT: Capital at Risk. Past performance is not indicative of future returns. For Professional Investors only with the exception of Switzerland where the Fund is approved for Qualified and non-Qualified investors. Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results. -
Long-term investing amid an economic recovery and sector rotations Recorded: Jun 30 2021 21 mins
Constantin Sturdza, Eric Vanraes, David Haynal, Pascal PerroneThe team from the Sturdza Family Fund, a global flexible allocation product, provide an update regarding:
• Equity and fixed income market developments in 2021;
• Considers what has worked and what has not in the equity space on a YTD basis;
• Discusses new addition to the Fund’s portfolio, with insights regarding why the team bought The Blackstone Group; and
• Provides insight regarding their current macro view and market outlook. -
Inflation concerns hit rates market in early Q2 Recorded: Jun 28 2021 7 mins
Dan Barnes, Eric VanraesEric Vanraes, portfolio manager of the Strategic Bond Opportunities Fund discusses with Dan Barnes of Trader TV how inflation fears began impacting rates markets at the start of Q2, and what that means for investors and trading – market data from MTS Markets.
“Rates markets at the start of Q2 began to see the effect of inflation concerns, along with central bank responses. While the solution to inflation is to increase wages”, says Eric Vanraes, “the temporary financing of private income is the existing stopgap. The slope of the curve in Europe and the US is starting to steepen. If spreads for credit are so low they behave as a proxy to government bonds, investment managers need to consider which fixed-income instruments will offer the best returns in a potentially volatile environment without significantly increasing the risk profile of portfolios.”
As always, we invite investors and prospective investors, to contact us should they wish to understand our views on the current situation and the positions held in the portfolio. Please do not hesitate to contact us for further information.
Adam Turberville
Director
+44 1481 742380
a.turberville@ericsturdza.com
_
Capital at Risk. The views and statements contained herein are those of Banque Eric Sturdza SA in their capacity as Investment Advisers to the Fund as of 10/06/2021 and are based on internal research and modelling. Please click on Disclaimer Page to view full disclaimers. -
Discover the Sturdza Family Fund Recorded: Jun 28 2021 2 mins
Eric Sturdza, Constantin Sturdza, Eric Sturdza InvestmentsAn active and flexible investment process, managing a mixed asset investment portfolio predominantly comprised of equities and fixed income investments. Investing directly or indirectly, up to 80% and a minimum of 51%, in global equities or equity related instruments and between 20-49% in fixed income instruments. Focusing on strong growth companies that the Investment Adviser deem to be under appreciated by the market, whilst fixed income investments will be selected based on global macro economic analysis and evaluation of central banks’ policies.
Visit the Fund page on our website for further information > https://esi.fund/?NzY4OTg
#Equities
#FixedIncome
#ActiveManagement
#InvestmentManagement
#SturdzaFamilyFund
-
IMPORTANT: Capital at Risk. Past performance is not indicative of future returns. For Professional Investors only with the exception of Switzerland where the Fund is approved for Qualified and non-Qualified investors. Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results. -
Discover the Sturdza Family Fund Recorded: May 24 2021 2 mins
Eric Sturdza, Constantin Sturdza, Eric Sturdza InvestmentsAn active and flexible investment process, managing a mixed asset investment portfolio predominantly comprised of equities and fixed income investments. Investing directly or indirectly, up to 80% and a minimum of 51%, in global equities or equity related instruments and between 20-49% in fixed income instruments. Focusing on strong growth companies that the Investment Adviser deem to be under appreciated by the market, whilst fixed income investments will be selected based on global macro economic analysis and evaluation of central banks’ policies.
Visit the Fund page on our website for further information > https://esi.fund/?NzY4OTg
#Equities
#FixedIncome
#ActiveManagement
#InvestmentManagement
#SturdzaFamilyFund
-
IMPORTANT: Capital at Risk. Past performance is not indicative of future returns. For Professional Investors only with the exception of Switzerland where the Fund is approved for Qualified and non-Qualified investors. Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results. -
Long-term investing amid an economic recovery and sector rotations Recorded: May 11 2021 21 mins
Constantin Sturdza, Eric Vanraes, David Haynal, Pascal PerroneThe team from the Sturdza Family Fund, a global flexible allocation product, provide an update regarding:
• Equity and fixed income market developments in 2021;
• Considers what has worked and what has not in the equity space on a YTD basis;
• Discusses new addition to the Fund’s portfolio, with insights regarding why the team bought The Blackstone Group; and
• Provides insight regarding their current macro view and market outlook. -
Market Polarisation Provides Amazing Investment Opportunities Recorded: Apr 16 2021 13 mins
Bertrand FaureBertrand Faure shares his views on the current market conditions and the opportunities within a polarised European equity market. -
Discover the Strategic Bond Opportunities Fund Recorded: Feb 17 2021 2 mins
Eric Vanraes, Eric Sturdza InvestmentsA diversified global fixed income fund. Active portfolio management with a focus on global bond opportunities with ESG consideration embedded within the investment process, with strong absolute performance since the inception date of 14/12/2018.
Citywire Selector Ranked Number 1 for Standard Deviation and Maximum Drawdown within the Bonds – Global Corporates category over 1 year (as at 31/12/2020).
A high-conviction concentrated portfolio of 30-60 issuers, seeking exposure to all continents (including developed as well as emerging markets), all types of ratings from AAA/Aaa to BB/Ba2 (Standard & Poor’s/Moody’s) and non-rated bonds (10% maximum), senior or subordinated debt (hybrid corporates and Tier II bank debt) with either fixed or floating coupon rates.
Visit the Fund page on our website for further information > http://esi.fund/?MzQyMDI
#EricVanraes
#FixedIncome
#ActiveManagement
#InvestmentManagement
#StrategicBondOpportunitiesFund
--
IMPORTANT: Capital at Risk. Past performance is not indicative of future returns. For Professional Investors only with the exception of Switzerland where the Fund is approved for Qualified and non-Qualified investors. Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results. -
Discover the Strategic European Silver Stars Fund Recorded: Sep 29 2020 2 mins
Bertrand Faure, Eric Sturdza InvestmentsWe believe the Fund’s competitive advantage and its key differentiator lies in its ability to focus on target companies from every angle and leverage the network of relationships and corporate access provided by a number of stakeholders, providing a real understanding of the market share and performance of an investee company that results in the totality of the investment research being generated internally.
Learn more about the Fund here > http://esi.fund/?NjQzMzk
#BertrandFaure
#EuropeanEquities
#ActiveManagement
#InvestmentManagement
--
IMPORTANT: Capital at Risk. Past performance is not indicative of future returns. For Professional Investors only with the exception of Switzerland where the Fund is approved for Qualified and non-Qualified investors. Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results. -
Japan - Seizing Investment Opportunities During Market Volatility Recorded: Jul 22 2020 19 mins
Mitsuhiro YuasaYuasa discusses the challenges and opportunities within the Japanese equity markets and the action taken through the market volatility to cease these. -
Fundamental trading throughout the Pandemic Recorded: Jun 5 2020 12 mins
Bertrand FaureBertrand Faure provides insight regarding his views on “the most hated rally in history”, in which stock markets climbed in the midst of a devastating health and economic crisis and how he has navigated the Strategic European Smaller Companies Fund through this period. -
A bright future for most bonds... but not all! Recorded: Jun 4 2020 17 mins
Eric VanraesEric Vanraes, portfolio manager of the E.I. Sturdza Funds plc – Strategic Bond Opportunities Fund, provides insight on his assessment of the major influencers of fixed income markets today – macro data, central banks, equity markets, flows and rating agencies and how he reflects these in his three step investment process:
1. Top-down analysis seeking to identify the optimal allocation between two types of risk, pure duration and credit risk;
2. The allocation between these two risk categories, considering nominal and real yields, with credit risk introduced through different markets;
3. Bottom-up analysis: bond picking based on in-depth credit analysis to establish the portfolio.
Eric believes that a fixed income portfolio should consist of high quality and liquidity issues, with a low correlation to equities.
Recording from Citywire Asia's Virtual Investment Forum – 4th June 2020
For further information about the Strategic Bond Opportunities Fund or our fund range, please contact:
Adam Turberville, Head of Marketing & Client Relations
+44 1481 722 322
info@ericsturdza.com
ericsturdza.com -
The Sturdza Family Fund: Objective, Philosophy & Risk Management Recorded: Jun 3 2020 12 mins
Eric Sturdza InvestmentsIn this video interview, the investment team of the Sturdza Family Fund provide insight to the following questions:
• What is the Fund’s primary objective and philosophy?
• How does market timing impact your investment process?
• What is the Fund’s equity selection process?
• What is the role of the portfolio’s fixed income exposure in delivering the investment objective?
• What are the Team's views regarding volatility and the potential impact on compounding?
• How is risk addressed and perceived within the management of the Fund?
If you require any further information about the Sturdza Family Fund. Please contact:
Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com -
The Sturdza Family Fund: Overview of the Team Recorded: Jun 3 2020 6 mins
Eric Sturdza InvestmentsEric Sturdza discusses the qualities he believes are required by the team of the Sturdza Family Fund to perform over the long term.
The following members of the Sturdza Family Fund investment team provides an introduction explaining their role within the Fund:
• Eric Sturdza, Portfolio Manager.
• Constantin Sturdza, Portfolio Manager.
• David Haynal, Deputy Portfolio Manager / Equities.
• Eric Vanraes, Portfolio Manager / Fixed Income.
• Pascal Perrone, Deputy Portfolio Manager / Fixed Income.
• Marc Craquelin, Senior Adviser.
If you require any further information about the Sturdza Family Fund. Please contact:
Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com -
The award-winning Strategic Europe Quality Fund Recorded: May 26 2020 1 min
Eric Sturdza InvestmentsInvesting in European Quality Growth? Discover the award-winning Strategic Europe Quality Fund. A valuation driven investment approach aiming to buy high-quality businesses at discounted prices. Quality being defined as companies which are market leaders, benefit from long-term structural growth, have high margins and low capital intensity. The Fund has a structural bias towards consumer, healthcare, IT and generally avoids high cost of capital sectors such as insurers, utilities and the oil and gas majors. More information > http://esi.fund/?MTM4NDg
#EuropeanEquities #ActiveManagement #InvestmentManagement -
The Sturdza Family Fund – An Introduction Recorded: May 26 2020 10 mins
Eric Sturdza, Constantin SturdzaThe video provides an introduction to the Sturdza Family Fund by the Portfolio Managers, Eric and Constantin Sturdza.
Eric and Constantin Sturdza, portfolio managers of the Sturdza Family Fund discuss the following topics in this interview:
• Sturdza Family Fund: An introduction.
• Historical observations about investing.
• Three challenges of investing over the long-term.
• Best attempt to solve the challenges.
• For who and why was the Sturdza Family Fund created?
• How do you preserve your investment over long-term.
• Why does the Fund offer investors peace of mind?
• What type of investor is the Fund suitable for?
Require further information about the Sturdza Family Fund? Please contact:
Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com -
The Eric Sturdza Investments logo animated in 3D Recorded: May 26 2020 1 min
Eric Sturdza InvestmentsIntroducing the 3D Animation of the Eric Sturdza Investments logo. We hope you like it? The animation reveals our crest logo from various angles in a 3D space, finishing on the full Eric Sturdza Investments logo. -
The Sturdza Family Fund: A portfolio built to weather extreme scenarios Recorded: Apr 14 2020 16 mins
Constantin SturdzaConstantin Sturdza provides an overview of the Sturdza Family Fund and how it has performed during these unprecedented times. -
Strategic Bond Opportunities Fund: An Overview Recorded: Aug 20 2019 9 mins
Eric Vanraes & Pascal PerroneEric Vanraes & Pascal Perrone provide insight on the Strategic Bond Opportunities Fund. Subjects covered include:
• The strategy and philosophy of the Fund.
• The primary focus and contributor for the Fund.
• How the Fund's portfolio is currently positioned.
• What strategy is the Fund currently pursuing and how is this reflected in the portfolio's duration?
• Adjustments in the shape of the portfolio in the short- to mid-term.
• The Fund's approach to Risk Management.
• How are fixed income markets and the strategy performing.
The investment objective of the Fund is to achieve a total return through a combination of capital growth and income by investing in a globally diversified portfolio of fixed income securities.
If you would like to obtain further information, please contact Adam Turberville:
Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com -
Japanese Equities - Long-term investing in the Reiwa era Recorded: Jul 19 2019 5 mins
Mitsuhiro Yuasa, Portfolio Manager, E.I. Sturdza Strategic Japan Opportunities FundInsight to the current opportunities in the Japanese equities markets by PM Mitsuhiro Yuasa.
We go beyond the conventional
Eric Sturdza Investments is a multi-boutique provider of investment funds, offering Global, Chinese, Japanese (all cap and large cap) and European (large cap,
as well as small / mid cap) equities, as well as a global multi-asset fund and a global fixed income strategy to high net worth individuals, institutions and wholesale investors. The funds / strategies are marketed across Europe and opportunistically in the Middle East and Asia.
as well as small / mid cap) equities, as well as a global multi-asset fund and a global fixed income strategy to high net worth individuals, institutions and wholesale investors. The funds / strategies are marketed across Europe and opportunistically in the Middle East and Asia.
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- Title: The Sturdza Family Fund: A portfolio built to weather extreme scenarios
- Live at: Apr 14 2020 11:00 am
- Presented by: Constantin Sturdza
- From: